S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.33B
AUM Growth
+$492M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,335
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$24.5M
3
+$19.5M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$16.5M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.6M

Top Sells

1
+$8.82M
2
+$6.6M
3
+$5.95M
4
BND icon
Vanguard Total Bond Market
BND
+$5.53M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.76M

Sector Composition

1 Technology 7.84%
2 Financials 4.03%
3 Consumer Discretionary 4.03%
4 Healthcare 3.31%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
$28.2K ﹤0.01%
1,009
+759
1752
$28.1K ﹤0.01%
354
1753
$28.1K ﹤0.01%
900
1754
$28.1K ﹤0.01%
1,038
-118
1755
$28.1K ﹤0.01%
2,500
1756
$27.9K ﹤0.01%
199
+42
1757
$27.8K ﹤0.01%
1,268
+1,230
1758
$27.8K ﹤0.01%
1,021
-1,661
1759
$27.8K ﹤0.01%
1,012
-219
1760
$27.7K ﹤0.01%
375
-32
1761
$27.6K ﹤0.01%
521
1762
$27.5K ﹤0.01%
1,130
1763
$27.5K ﹤0.01%
865
+18
1764
$27.5K ﹤0.01%
852
1765
$27.4K ﹤0.01%
2,761
-2,636
1766
$27.4K ﹤0.01%
8,390
+7,557
1767
$27.2K ﹤0.01%
1,386
-241
1768
$27.2K ﹤0.01%
1,608
+160
1769
$27.2K ﹤0.01%
623
+330
1770
$27.2K ﹤0.01%
3,021
+2,849
1771
$27.2K ﹤0.01%
498
-513
1772
$27.1K ﹤0.01%
939
+61
1773
$27.1K ﹤0.01%
1,536
+377
1774
$27K ﹤0.01%
981
+13
1775
$27K ﹤0.01%
566
-172
69 70
71
72 73